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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,666 | $96,524-96.2% | $75,900-95.2% | $152,909-97.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.3%+5.7pp | 82.5%-7.5pp |
| Annual return | 33.57% | 33.93%-0.4pp | 30.73%+2.8pp | 345.46%-311.9pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,501-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,179 | $4,554-52.2% | $3,604-39.5% | $5,851-62.8% |
| Admin fee / account holder | $75 | $8,082-99.1% | $5,421-98.6% | $11,601-99.4% |